Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Geis is a financial advisor who has been in the industry since 2012. He is currently registered with Fidelity Brokerage Services LLC and previously worked with Fidelity Investments Institutional Services Company, Inc., Country Capital Management Company and PFPC Distributors, Inc. Robert holds Series 7TO, Series 6, Series 63 and SIE licenses. He is registered in 52 states and the District of Columbia. Robert is passionate about helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
KY
02/22/2017 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
04/05/2006 - 04/23/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
IL
01/04/2000 - 10/22/2002
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
ME
06/04/1999 - 12/31/1999
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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